Simple, but Not Easy

Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'

Episode Summary

Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.

Episode Notes

Derek Notman writes the Love Your Finances blog. More information about Intrepid Wealth Partners and Conneqtor are found by clicking these links.

You can also click here to read Morningstar Investment Management's investment insights and learn more about and learn more about Morningstar Managed Portfolios.

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